Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 12.06% |
$172K - $213K
|
8.36K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.48% |
$955 - $1.18K
|
1.04K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.28K+ 40.73% |
$436K - $540K
|
7.88K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
363+ 18.0% |
$69.3K - $85.9K
|
2.38K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91K+ 14.56% |
$364K - $451K
|
15K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 4.56% |
$45.8K - $56.8K
|
5.51K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.5K- 88.41% |
$3.35M - $4.15M
|
2.3K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.62KNew |
$309K - $383K
|
1.62K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 60.0% |
$1.15K - $1.42K
|
4
$641
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
260+ 44.44% |
$49.7K - $61.5K
|
845
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-491- 18.35% |
$93.8K - $116K
|
2.19K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
169New |
$32.3K - $40K
|
169
$27.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 2.32% |
$10.7K - $13.3K
|
2.36K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.32% |
$1.53K - $1.89K
|
233
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-130K- 99.55% |
$24.8M - $30.8M
|
588
$94.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 12.5% |
$573 - $710
|
21
$3.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10- 15.38% |
$1.91K - $2.37K
|
55
$8.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6.23K- 59.15% |
$1.19M - $1.47M
|
4.3K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$2.48K - $3.08K
|
13
$2.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 77.64% |
$23.9K - $29.6K
|
36
$5.76K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-9- 15.52% |
$1.72K - $2.13K
|
49
$7.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 5.56% |
$191 - $237
|
17
$2.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.85% |
$2.86K - $3.55K
|
1.75K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.83% |
$955 - $1.18K
|
600
$96.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
751+ 12.27% |
$143K - $178K
|
6.87K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 67.35% |
$6.3K - $7.81K
|
16
$2.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-504- 24.68% |
$96.2K - $119K
|
1.54K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$273K - $338K
|
1.43K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 3.8% |
$9.17K - $11.4K
|
1.21K
$194K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.19K- 25.17% |
$227K - $281K
|
3.54K
$566K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.78K- 48.75% |
$531K - $657K
|
2.92K
$468K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.22K+ 28.67% |
$460K - $559K
|
9.98K
$1.6M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-557- 21.2% |
$115K - $140K
|
2.07K
$331K
|
|
|
Mar 18, 2025
Q3 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
2.09K+ 0.9% |
$433K - $526K
|
234K
$37.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.9KNew |
$4.53M - $5.51M
|
21.9K
$3.51M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 1.15% |
$7.45K - $9.06K
|
3.16K
$506K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-36- 3.55% |
$7.45K - $9.06K
|
979
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
62.9KNew |
$13M - $15.8M
|
62.9K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.98KNew |
$409K - $498K
|
1.98K
$317K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$620 - $755
|
3
$480
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
396+ 13.04% |
$81.9K - $99.6K
|
3.43K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
166KNew |
$34.3M - $41.7M
|
166K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
960+ 7.88% |
$199K - $241K
|
13.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.9KNew |
$5.97M - $7.26M
|
28.9K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.21% |
$1.03K - $1.26K
|
2.34K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
147+ 8.07% |
$30.4K - $37K
|
1.97K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-8K- 51.28% |
$1.65M - $2.01M
|
7.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-35K- 6.31% |
$7.24M - $8.8M
|
520K
$83.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
2.4K+ 218.18% |
$496K - $604K
|
3.5K
$560K
|
|